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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
250 First Avenue Suite 102, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 04/2018 | 06/2019 |
| Capital Analysts | Beverly | MA | 04/2018 | 06/2019 |
| Throughline Creative Partners, Inc. | Arlington Ma | MA | 07/2016 | 04/2018 |
| Compass Wealth Management, Llc | Concord | MA | 07/2019 | 12/2019 |
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2021 | Present |
| Daniel J. Galli & Associates | Norwell | MA | 05/2021 | Present |
| Unemployed | Arlington | MA | 12/2019 | 05/2021 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-18 |
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